Chad Williams, ACSI, is a Wealth Strategist at Infinity Group Coaching since August 2023, previously holding roles as Broker Support Officer and Relationship Manager. Chad has experience as a Private Wealth Manager at Carrick Wealth from March 2021 to August 2023, and served as a Financial Advisor at both Liberty Group South Africa and Globex Consulting from May 2020 to March 2021. Additionally, Chad was a Founding Partner at Palm Island Co, a micro business focused on clothing and equipment for action and adventure sports, from March 2016 to December 2017, and worked as a Sales Representative at Rayne Cam SA from October 2014 to July 2015. Educational qualifications include a Diploma in International Advanced Wealth Management from The Chartered Institute for Securities & Investment, a Diplom in Public Sector Accounting from the Institute of Certified Bookkeepers, and a Certification in Digital Marketing from GetSmarter.
Sign up to view 0 direct reports
Get started